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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-02-04
  • IL RA
    APPROVED
    Since 2025-02-04

Branch Locations

125 Windsor Dr Ste 111, Oak Brook, IL 60523 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Loyola Academy Wilmette IL 08/2015 05/2019
Team One Glenview IL 05/2017 08/2017
Team One Glenview IL 05/2018 08/2018
Lake Forest Club Lake Forest IL 05/2019 09/2023
Str8 Lax Glenview IL 05/2019 08/2019
Leader Creek Fisheries Naknek AK 05/2019 08/2019
Francescas Intimo Lake Forest IL 06/2021 09/2021
Santa Clara University Santa Clara CA 09/2019 06/2023
Securities America, Inc Oak Brook IL 09/2023 06/2024
Osaic Wealth, Inc. Oak Brook IL 06/2024 Present
  • 08/2015 → 05/2019
    Loyola Academy
    Wilmette, IL
  • 05/2017 → 08/2017
    Team One
    Glenview, IL
  • 05/2018 → 08/2018
    Team One
    Glenview, IL
  • 05/2019 → 09/2023
    Lake Forest Club
    Lake Forest, IL
  • 05/2019 → 08/2019
    Str8 Lax
    Glenview, IL
  • 05/2019 → 08/2019
    Leader Creek Fisheries
    Naknek, AK
  • 06/2021 → 09/2021
    Francescas Intimo
    Lake Forest, IL
  • 09/2019 → 06/2023
    Santa Clara University
    Santa Clara, CA
  • 09/2023 → 06/2024
    Securities America, Inc
    Oak Brook, IL
  • 06/2024 → Present
    Oak Brook, IL
Other Businesses

INFINITY FINANCIAL CONCEPTS, INC. POSITION: Financial Professional NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/21/2025 ADDRESS: 125 Windsor Dr, STE 129, Oak Brook IL 60523, United States DESCRIPTION: Financial Professional

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-17
  • S66 Uniform Combined State Law Examination
    2024-05-17

View on SEC IAPD

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